Institutional Ownership Capital Group Global Growth Eq (CGGO)
This table provides information about the institutional ownership of Capital Group Global Growth Eq (CGGO). We have compiled data on the 341 institutions that hold shares in the stock, with a total of 159 Million shares, which have been reported (via 13F filing form) to have a value of $5.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,057,514
shares
|
$35.5 Million
0.19% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
1,023,234
shares
|
$34.3 Million
0.04% of portfolio
|
Q2 2025
Added 29.28%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
946,565
shares
|
$31.8 Million
3.51% of portfolio
|
Q2 2025
Added 23.13%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
915,875
shares
|
$30.7 Million
0.07% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
908,360
shares
|
$30.5 Million
2.04% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
903,279
shares
|
$30.3 Million
1.3% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
868,346
shares
|
$29.1 Million
0.15% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
794,813
shares
|
$26.7 Million
0.18% of portfolio
|
Q2 2025
Added 18.95%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Aug 11, 2025 Q2 2025 |
774,169
shares
|
$26 Million
18.6% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
717,645
shares
|
$24.1 Million
0.02% of portfolio
|
Q2 2025
Added 19.86%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
707,316
shares
|
$23.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
672,450
shares
|
$22.6 Million
9.79% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
636,693
shares
|
$21.4 Million
2.35% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
615,571
shares
|
$20.7 Million
0.39% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
552,929
shares
|
$18.6 Million
0.25% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
542,214
shares
|
$18.2 Million
0.23% of portfolio
|
Q2 2025
Added 11.96%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
500,131
shares
|
$16.8 Million
0.88% of portfolio
|
Q2 2025
Added 100.87%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
457,085
shares
|
$15.3 Million
0.37% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jul 24, 2025 Q2 2025 |
451,727
shares
|
$15.2 Million
11.89% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
430,729
shares
|
$14.5 Million
0.3% of portfolio
|
Q4 2023
Added 9.46%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
382,478
shares
|
$12.8 Million
0.07% of portfolio
|
Q2 2025
Added 70.92%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
368,946
shares
|
$12.4 Million
0.19% of portfolio
|
Q2 2024
Added 3.3%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
330,947
shares
|
$11.1 Million
1.52% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
297,309
shares
|
$9.97 Million
0.08% of portfolio
|
Q2 2025
Added 12.02%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
295,093
shares
|
$9.9 Million
8.97% of portfolio
|
Q2 2025
Reduced 4.8%
|